Brea Anne Howard

Current Employers

Heirloom Wealth Management Llc

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-05-16

CO RA
APPROVED

Since 2025-05-16

Branch Locations

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bbva	Denver	CO	07/2011	10/2021
Crossfirst Bank, Formerly Central Bank & Trust	Denver	CO	09/2021	04/2025
Heirloom Wealth Management Llc	Greenwood Village	CO	04/2025	Present

07/2011 → 10/2021

Bbva

Denver, CO
09/2021 → 04/2025

Crossfirst Bank, Formerly Central Bank & Trust

Denver, CO
04/2025 → Present

Heirloom Wealth Management Llc

Greenwood Village, CO

Other Businesses

2026 - Heirloom Tax Solutions, LLC Consultant- At Reported Business Location(s) - less than 10 Hours Per Month, Provides tax planning and coordination, receives compensation

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-07

S65 Uniform Investment Adviser Law Examination

2025-05-07

View on SEC IAPD

Current Employers

Heirloom Wealth Management Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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